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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
701
Valeo Financial Advisors
Indiana
$327K +$23.6K +608 +8%
FFA
702
First Foundation Advisors
California
$325K +$22K +565 +8%
AC
703
Avestar Capital
New York
$325K +$304K +7,817 New
Vanguard Personalized Indexing Management
704
Vanguard Personalized Indexing Management
California
$324K +$37.2K +956 +14%
LB
705
Leo Brokerage
Texas
$323K +$301K +7,755 New
GIA
706
Gateway Investment Advisers
Ohio
$322K -$36.4K -936 -11%
SC
707
Steph & Co
Wisconsin
$322K +$85.5K +2,200 +40%
ANRIA
708
American National Registered Investment Advisor
Texas
$318K
CCB
709
Cutter & Co Brokerage
Missouri
$317K +$296K +7,604 New
EWA
710
EP Wealth Advisors
California
$316K +$2.84K +73 +1%
CFGS
711
Concourse Financial Group Securities
Alabama
$315K +$36.4K +936 +14%
EWM
712
Evermay Wealth Management
Virginia
$313K +$1.94K +50 +0.7%
BEAM
713
Baker Ellis Asset Management
Washington
$312K +$3.89K +100 +1%
BPA
714
Beacon Pointe Advisors
California
$310K +$290K +7,455 New
LPIC
715
LeJeune Puetz Investment Counsel
Michigan
$309K -$39.8K -1,025 -12%
CIA
716
Capital Investment Advisors
Georgia
$306K +$8.05K +207 +3%
OPA
717
Old Port Advisors
Maine
$306K +$27.9K +717 +10%
OFG
718
OmniStar Financial Group
North Carolina
$306K +$286K +7,351 New
WP
719
WealthPLAN Partners
Nebraska
$305K -$36.5K -940 -14%
HCP
720
Hexagon Capital Partners
Arkansas
$304K -$3.65K -94 -1%
RE
721
RBC Europe
United Kingdom
$302K +$5.83K +150 +2%
CBN
722
Cadence Bank NA
Texas
$302K -$19.6K -503 -6%
WI
723
Wintrust Investments
Illinois
$298K -$350 -9 -0.1%
EW
724
Evoke Wealth
California
$297K -$29.7K -765 -10%
WWM
725
Western Wealth Management
Colorado
$297K +$278K +7,141 New